You can quickly create a task with a reminder for yourself or other people and groups. You or other recipients will then receive a reminder by e-mail on a specific date. You can also create recurring reminders and specify how often you or the other recipients should receive a reminder by e-mail.
You can also inform someone or a group as soon as the task has been completed.
A recurring task is a reminder of a task for which you can define the time interval and the number of reminders.
You have the following options for a recurring task:
-
You can define a term with a certain number of repetitions. After the last reminder has been reached, you can either end the task or extend the term again.
-
You can define an unlimited duration (Unlimited term slider). In this case, the reminder is automatically extended as there is no end date.
If required, you can also create a reminder with a reminder date in the past.
Suppose you want to create a recurring task that is repeated 5 times in a certain period of time from a start date.
Here's how
-
Open the contract document or the contract file.
-
Click on the Create new reminder context action.
-
Select the reminder type Task.
-
Activate Recurring task and enter a start date.
-
Enter a number and the time unit, e.g. days, weeks, months, under Time interval. The date of the first e-mail notification is calculated automatically under Reminder data > Reminder date.
-
Enter a number under Number of repetitions. As soon as a reminder date has been reached, the next date is calculated.
-
Enter a description for the task in the Reminder data section under Reminder note.
-
Under Recipients, select the person or group to whom you would like to send the reminder. You can specify yourself, other people, a group or a combination of people and groups.
-
Optional: enter at least one e-mail recipient (person, group) under Advanced settings > Send notification on completion. The e-mail recipients receive a notification when the reminder has been completed. The list of recipients can already contain recipients so that you do not have to select the recipients each time. If necessary, contact your administrator. You can change the preselected recipients at any time.
-
Optional: activate the option Send notification on completion > Notify me if you as the creator would like to receive a notification after a reminder has been completed.
-
Click on Create to create the reminder.
Tip
If your administrator has created text templates for reminder notes for tasks, you can insert a suitable text template with Select text template > Select. The text template is inserted in the Reminder note field. You can edit the text in the reminder note if required.
By default, an e-mail notification is sent to the recipients 14 days before the cut-off date with the description you entered under Reminder note.
Your administrator may have changed the number of days before the cut-off date. If you have any questions, please contact your administrator.
See also